Official Form 5500 data

Finance and insurance 401(k) plans

Explore employers in Finance and insurance using their latest selected public retirement-plan filings.

How to read this page

Industry is derived from the business classification reported in the filing. Employer contribution and expense figures are filing-level context, not current plan terms.

Employers4,425
Reported plan assets$1T
Active participants4.7M
Average employer money per active participant$11,993

Largest reported plans

Companies ranked by plan assets

The list shows up to 50 employers, ordered by assets in each plan’s latest selected public filing.

01JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONJERSEY CITY, NJPlan assets$52.9B02FMR LLCBOSTON, MAPlan assets$34.2B03CITIGROUP INC.STAMFORD, CTPlan assets$23.2B04MORGAN STANLEY DOMESTIC HOLDINGS, INC.NEW YORK, NYPlan assets$22.2B05STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYBLOOMINGTON, ILPlan assets$19B06CIGNA CORPORATIONPHILADELPHIA, PAPlan assets$14.2B07THE GOLDMAN SACHS GROUP, INC.NEW YORK, NYPlan assets$12.8B08EDWARD D. JONES & CO., L.P.ST. LOUIS, MOPlan assets$12.4B09ATH HOLDING COMPANY, LLCINDIANAPOLIS, INPlan assets$12.1B10THE PROGRESSIVE CORPORATION & ITS PARTICIPATING SUBSIDIARIESMAYFIELD VILLAGE, OHPlan assets$11.5B11U.S. BANCORPROBBINSDALE, MNPlan assets$11.4B12LIBERTY MUTUAL GROUP INC.BOSTON, MAPlan assets$11.4B13THE VANGUARD GROUP, INC.MALVERN, PAPlan assets$11.1B14UNITED SERVICES AUTOMOBILE ASSOCIATIONSAN ANTONIO, TXPlan assets$10.9B15THE PRUDENTIAL INSURANCE COMPANY OF AMERICANEWARK, NJPlan assets$10.7B16TRAVELERS COMPANIES, INC.ST. PAUL, MNPlan assets$10.4B17UBS AGWEEHAWKEN, NJPlan assets$10.2B18THE PNC FINANCIAL SERVICES GROUP, INC.PITTSBURGH, PAPlan assets$10.2B19THE BANK OF NEW YORK MELLON CORPORATIONPITTSBURGH, PAPlan assets$9.9B20TRUIST FINANCIAL CORPORATIONCHARLOTTE, NCPlan assets$9.2B21AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNEW YORK, NYPlan assets$9.1B22THE CHARLES SCHWAB CORPORATIONWESTLAKE, TXPlan assets$8.9B23NATIONWIDE MUTUAL INSURANCE COMPANYCOLUMBUS, OHPlan assets$8.3B24METLIFE GROUP, INC.BRIDGEWATER, NJPlan assets$8.3B25CAPITAL GROUP COMPANIES, INC.LOS ANGELES, CAPlan assets$8.2B26HARTFORD FIRE INSURANCE COMPANYHARTFORD, CTPlan assets$7.2B27AON CORPORATIONLINCOLNSHIRE, ILPlan assets$6.7B28DESERET MUTUAL BENEFIT ADMINISTRATORSSALT LAKE CITY, UTPlan assets$6.1B29CREDIT SUISSE SECURITIES USA LLCNEW YORK, NYPlan assets$5.4B30MANUFACTURERS AND TRADERS TRUST CO.BUFFALO, NYPlan assets$5.2B31VISA INC.FOSTER CITY, CAPlan assets$5.2B32FARMERS GROUP, INC.WOODLAND HILLS, CAPlan assets$5B33BMO FINANCIAL CORP.CHICAGO, ILPlan assets$5B34CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)PHILADELPHIA, PAPlan assets$5B35T. ROWE PRICE GROUP, INC.OWINGS MILLS, MDPlan assets$4.9B36BLACKROCK, INC.NEW YORK, NYPlan assets$4.8B37CENTENE CORPORATIONST. LOUIS, MOPlan assets$4.7B38FIDELITY NATIONAL INFORMATION SERVICES INC.JACKSONVILLE, FLPlan assets$4.7B39TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICANEW YORK, NYPlan assets$4.6B40FEDERAL NATIONAL MORTGAGE ASSOCIATIONWASHINGTON, DCPlan assets$4.6B41PRINCIPAL FINANCIAL GROUP, INC.DES MOINES, IAPlan assets$4.6B42AMERICAN INTERNATIONAL GROUP, INC.NEW YORK, NYPlan assets$4.5B43RBC USA HOLDCO CORPORATIONMINNEAPOLIS, MNPlan assets$4.3B44KEYCORPCLEVELAND, OHPlan assets$4.1B45FIFTH THIRD BANCORPCINCINNATI, OHPlan assets$4B46HEALTHCARE SERVICE CORPORATIONRICHARDSON, TXPlan assets$3.9B47ARTHUR J. GALLAGHER (ILLINIOS),LLC.ROLLING MEADOWS, ILPlan assets$3.9B48MASTERCARD INTERNATIONAL INCORPORATEDPURCHASE, NYPlan assets$3.9B49FREDDIE MACMCLEAN, VAPlan assets$3.7B50ZURICH AMERICAN INSURANCE COMPANYSCHAUMBURG, ILPlan assets$3.7B

Source: U.S. Department of Labor Form 5500 public filings. Figures describe retirement plans, not an employer’s total workforce or current benefit promise.